by Sandi Weaver | May 12, 2025 | Employee Benefits, Retirement, Taxes, Trending
Are you between the ages of 60 – 63? The IRS has a deal for you! You can maximize tax savings and saving for retirement in your 401k or similar pensions with extra contributions. Read my article Is Your Client Perfect for the Super Catch-Up?, published in the...
by Sandi Weaver | Apr 16, 2025 | Estate Planning, Insurance, Investments, Newsletter, Retirement, Taxes
What a crazy market we’ve had! Read our wrap on where we are, what’s ahead, what you can/should be doing with your investments. Do you know the most tax-advantaged way to give to charity? What follow-up steps should you take with your CPA to ensure you...
by Sandi Weaver | Oct 17, 2024 | Estate Planning, Insurance, Investments, Newsletter, Retirement, Taxes
Catch our 3rd quarter 2024 newsletter for insights on what’s ahead for this “never-quit” stock market. Learn how to double-up on valuable charitable giving tax credits, evaluate your ever-increasing insurance premiums, and steps to take when changing...
by Sandi Weaver | Aug 28, 2024 | Cashflow, Insurance, Retirement, Taxes
How can you better evaluate critical decisions? Read my article here, published in The Kansas City Star and picked up by Yahoo Finance, to see what decisions we analyze for clients, plus some tools you can use yourself. Having information helps clients evaluate their...
by Sandi Weaver | Jan 15, 2024 | Employee Benefits, Estate Planning, Investments, Newsletter, Retirement, Taxes, Trending
Dig into our Weaver Financial 4th quarter newsletter for tips to help you make better financial decisions for your investments and your finances. See our market review on how bonds and stocks helped your portfolio last year, and what may be ahead. January is the first...
by Sandi Weaver | Nov 21, 2023 | Retirement, Taxes, Trending
Several clients have 529 college savings plans for children or grandchildren. Secure Act 2.0 allows rollovers from a 529 plan into a Roth account for these children, starting in 2024. Read my article 529 College Savings Plans Are Even More Advantageous Now, published...
